Financial Planning Specialist Raleigh, NC - (Charlotte, NC)

Financial Planning Specialist – Raleigh, NC Job description The Financial Planning Specialist is an in-house expert on financial planning initiatives and provides financial planning services to current and prospective clients of the Portfolio Managers/Advisors. While this position has client contact, it does not act as primary relationship manager. It does act as a team member designed to add value to current and future relationships of the firm. The position will require some travel, portfolio analysis and marketing support for the Portfolio Managers (PM). This position reports to Kyle Elliott, Principal at the 3605 Glenwood Avenue, Suite 450, Raleigh, NC 27612 location. Duties and Responsibilities The Financial Planning Specialist can expect to focus in the following areas: Meet with clients/potential clients, and potentially with attorneys and CPAs, to obtain details necessary to develop and complete financial plan